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Atlas Wealth Partners’s Duke Energy DUK Stock Holding History

Atlas Wealth Partners’s Portfolio DUK Stock Details DUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$373K Buy
3,157
+100
+3% +$11.8K 0.43% 32
2025
Q1 		$373K Buy
3,057
+475
+18% +$58K 0.46% 27
2024
Q4 		$278K Buy
2,582
+374
+17% +$40.3K 0.35% 36
2024
Q3 		$255K Buy
+2,208
New +$255K 0.39% 43